Jamie Richardson

Matthew Tuten is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Avantax Insurance Services, Northwestern Mutual, and Crosslink Life Sciences. He is a managing partner at BYRT Financial Advisors, LLC, overseeing office operations and business decisions. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor-managed portfolios across multiple platforms with both discretionary and non-discretionary account options.

Adam Tolle is a financial advisor at Kestra Private Wealth Services, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Avantax Investment Services, Inc. and 1st Global Advisors, Inc. Outside of his advisory role, he serves as Chairman of the Clinch County Board of Assessors and holds leadership positions with local nonprofit organizations, including President and Treasurer of the Clinch County Lions Club. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning services, supporting advisor discretion while providing access to in-house and third-party solutions.

Roy Smith is a financial advisor at Cape Investment Advisory, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Paragon Partners. In addition to his advisory role, he serves as a regional client manager supporting and educating state of Georgia plan participants for defined contribution plans through ACCG’s retirement solutions. Cape Investment Advisory provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports over 1,600 clients through a multi-office network of approximately 40 advisors and uses a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.

Kella Bell is a Series 66-licensed financial advisor with Kestra Private Wealth Services, LLC, bringing three years of industry experience. She has prior experience with Avantax Advisory Services and Avantax Investment Services, and she is also a partner at BYRT CPAs, LLC, where she manages tax planning and staff training. Outside of her advisory and accounting roles, she occasionally assists with bookkeeping at a family-owned hardware store and serves as a check signer for a local nonprofit organization. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor decision-making with access to multiple platforms, in-house and third-party solutions, and specialized programs such as private fund placements and banking-related offerings.

Jacob Evors is a financial advisor at Kestra Private Wealth Services, LLC with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at BYRT Financial Advisors LLC, Avantax Investment Services Inc., and Northwestern Mutual. Outside of his advisory role, he is involved with Inspired Wealth Planning, providing investment advisory services and financial planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent financial advisors, serving individuals, retirement plans, charitable organizations, corporations, and other business entities. The firm offers a range of advisory and investment management solutions while supporting independent advisor decision-making within a regulated framework.

Paul Walker is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Triad Advisors, Inc. for eight years. Outside of his advisory role, Walker owns and consults for Sapp's Florist and supervises the financial secretary at First Assembly of God church. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.